Facing large RMDs from your IRA?

Facing large RMDs from your IRA?

Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road.  The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 70.5 years of age,...
Quick lube financial advice

Quick lube financial advice

It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change.  Here’s how I remember my experience.  I arrived a minute before they opened.  Through the garage doors, I could see several guys talking and laughing....
Lottery-winning advice

Lottery-winning advice

Congratulations!  You are one in 292 million.  When you first saw the winning numbers, you no doubt did a triple or quadruple take.  Maybe you rubbed your eyes as your heart began to race.  Maybe you got down on your knees and looked to the heavens, arms...
Flipping the switch

Flipping the switch

Last month, we received an email from a client who had just returned to the U.S. after an overseas trip.  She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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